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Three key considerations for a successful turnaround

Three key considerations for a successful turnaround

October 27, 2021

Three key considerations for a successful turnaround August 6, 2021 | Ginny Housum Ginny Housum, senior vice president and workout specialist at UMB Bank, was recently recognized by the Turnaround Management Association (TMA) Minnesota for her work as trustee on a successful turnaround that included the stabilization and asset sale of a 90-unit senior care …

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Paul Barausky: How Pandemics Affect Our Cities

October 25, 2021

Mark Twain once said, “History doesn’t always repeat itself but it often rhymes.” Find out how Twain’s quote applies to cities in this except from the webinar, “TRENDEMIC: Are You Prepared for a Changed World?”.

 

Paul Barausky: Office or Home – What Happens Now?

October 25, 2021

What do employers and employees say about returning to the office post-pandemic? Paul Barausky looks at survey results in this except from the webinar, “TRENDEMIC: Are You Prepared for a Changed World?”.

 

Brian Mitts: An Argument for Single Family Rental

October 20, 2021

Brian Mitts talks about how the Single Family Rental sector is different today in this excerpt from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.

 

Angela Barbera and Brian Mitts: America Migrates

October 20, 2021

Angela Barbera and Brian Mitts discuss demand drivers in the Single Family Rental space in this excerpt from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.

 

Corey Maple: Hotels Recovering

October 20, 2021

Watch as Corey Maple gives an update on U.S. occupancy in the hotel sector in this clip from the webinar, “The Heat is on This Summer for Hospitality”.

UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds

October 11, 2021

UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), today announces the launch of its automated optical character recognition (OCR) processing program. The technology enables faster, more accurate processing of handwritten …

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CAIS Expands Independent Broker Dealer Relationships with Alts Education

October 7, 2021

CAIS Expands Independent Broker Dealer Relationships with Alts Education September 28, 2021 | Business Wire CAIS Expands Independent Broker Dealer Relationships with Alts Education CAIS IQ empowers financial advisors and home offices with personalized alternative investment education, insights, and data analytics CAIS, the leading alternative investment platform, today announced CAIS IQ is supporting independent broker …

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Alternative Investment Exchange (AIX) Partners with InvestX

October 5, 2021

Alternative Investment Exchange (AIX) Partners with InvestX October 5, 2021 | Alternative Investment Exchange Partnership reflects a commitment to innovative alliances that help push access to alternative investments to more broker-dealers Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, …

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Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage

September 29, 2021

Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage September 28, 2021 | James Sprow A Blue Vault ALTSTECH Series Webinar September 9, 2021 Panelists: Bill Robbins, CEO of WealthForge Drew Jackson, President and CEO of Concorde Investment Services James Brunger, Executive VP National Sales from Capital Square These industry experts discussed …

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An Option for Streamlined Settlement of Private Placement Bonds

September 23, 2021

An Option for Streamlined Settlement of Private Placement Bonds September 1, 2021 | Tim Cook In conjunction with capital raises for a fund, sponsors may also issue bonds to the investors. In this situation, sponsors need a trustee and/or paying agent and an approach for settling the private placement bonds themselves. We may already be …

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iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market

September 22, 2021

iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market Strengthens commitment to financial advisor education September 22, 2021 |  iCapital Network  iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), …

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Ramón A. Rivera-Ramos
Blue Vault Nontraded REIT and Nontraded BDC Reviews
September 1, 2016

Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.